| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathryn Shaker Baummer Control | Partner | 50-75% | 2007 |
| Robert M. Shaker Control | Chief Compliance Officer | 50-75% | 2004 |
Shaker Financial Services, LLC reports $260.6 million in regulatory assets under management on its Form ADV.
Shaker Financial Services, LLC reports 6 employees.
Shaker Financial Services, LLC is based in Annapolis, MD and has been SEC-registered since 2004.
Shaker Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1997 Annapolis Exchange Parkway, Suite 300-349, Annapolis, MD 21401 |
| Phone | 410-224-0572 |
| Fax | 443-458-0892 |
| Office hours | 0900-1700 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $260.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $260.6M |